Investment Philosophy

At the core of JAC's philosophy is a commitment
to work alongside dedicated management teams
to build growth together,
with a clear focus on long-term, broader impact.

Together with challengers,
we never stop challenging

Why does JAC work alongside companies,
and why do we take on challenges together?

Japan is home to many companies
with significant untapped potential.

Many companies benefit from capable management teams and highly committed frontline employees, yet their full potential is not being realized. This is often due to structural complexity, limited execution capacity, or short-term capital-market pressures that hinder the development of long-term strategy. As a result, intrinsic value remains dormant and the business is unable to demonstrate its true strength.

This is why our approach begins with deep, constructive dialogue
designed to reveal
essential growth
potential and unlock intrinsic value.

True growth potential cannot be identified through numbers alone. We begin by aligning ourselves with management and employees, listening carefully to customers and the market, and working together to redefine the business’s intrinsic value. Acting as a value-creating partner to bridge this gap becomes the catalyst for shaping the company’s future.

As a partner
“sailing in the same boat,”
we work alongside them
to realize sustainable,
long-term growth.

JAC is not merely a shareholder. Through close partnership, dialogue, and trust, we support portfolio companies in redefining business value and executing mid- to long-term strategy.

Approximately JPY 0225 billion

approximately US$1.5bn

As at end December 2025

JAC manages the above mentioned amount
in assets across various initiatives

JAC operates on three core pillars
that drive company transformation
from within.

Business Upgrade

Management System &
Organizational Operation Upgrade

Capital Policy Upgrade

By integrating these three pillars, companies create new value and renew their standing in the capital markets

JAC’s Value Creation Mechanism and Value Add

Over time,
this transformation extends
beyond our portfolio companies
to a broader ecosystem.

Transformation within our portfolio companies can catalyse change across their industries, with positive effects reaching other companies confronting similar challenges. JAC intentionally structures its approach to ensure this “chain of change” extends throughout society.

This is where the virtuous cycle
of the Japanese economy begins.

To enable companies to realize their full potential. To revitalise industries. We aspire to be a force that “activates” the Japanese economy and society, while delivering value through disciplined investment.

JAC's Mission and Goals

Together with challengers,
we never stop challenging

About JAC

Message from CEO

Hiroyuki Otsuka,
Representative Director & CEO